IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$32.3M
3
+$30.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 5.08%
3 Financials 4.5%
4 Communication Services 3.46%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$0 ﹤0.01%
+604
3077
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3078
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3079
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3080
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3081
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3082
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3083
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3084
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+10
3085
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3086
$0 ﹤0.01%
+10,000
3087
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0
3088
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3089
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3090
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3091
$0 ﹤0.01%
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3092
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3094
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+15,000
3095
$0 ﹤0.01%
+6
3096
$0 ﹤0.01%
+27
3097
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3098
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3099
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3100
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0
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125 126